See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,026 | $60,165+13.1% | $74,183-8.3% | $55,167+23.3% |
| Participation rate | 82.5% | 74.2%+8.3pp | 76.6%+5.8pp | 69.0%+13.5pp |
| Annual return | 8.66% | 10.00%-1.3pp | 17.74%-9.1pp | 169.23%-160.6pp |
| Employer contribution / active EE | $4,079 | $1,600+155.0% | $2,370+72.1% | $1,963+107.9% |
| Participant deferral / active EE | $5,955 | $2,973+100.3% | $3,550+67.8% | $3,054+95.0% |
| Admin fee / account holder | $6 | $419-98.6% | $5,586-99.9% | $504-98.8% |